Understanding Today's Financial Environment
As an independent financial consultant, we work for YOU, not a financial institution. Everything we do, we believe is challenging the status quo. We believe in thinking differently about today's financial environment. From helping families plan for college expenses, Social Security maximization, income planning and wealth accumulation, your Next Phase starts here!Services We Offer Meet the Team Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Good employee health can be great for the company’s bottom line.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The uncertainties we face in retirement can erode our sense of confidence.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?